Discover the opportunities to grow your wealth

Identify your spending habits, work to develop a wealth mindset and set a financial strategy to help you meet your financial goals.

Understand current areas of spending and fritter and establish systems to better manage expenses and maximise cash surplus.

Set up a debt repayment plan and systems that efficiently direct cashflow surplus towards paying off debt.

Review your current mortgage setup and the lending market to determine whether there are benefits to refinancing to help pay it off faster.

Accelerate the creation of equity in your home and optimising your finances to make you a strong candidate for future borrowing.

Look into your options for growing wealth, taking into consideration: investment into managed funds or property, any leverage from your current home, your risk appetite, timeframe, and projected shortfall at retirement.

Estimate the money you’ll need in retirement and whether a gap exists.

Work alongside a dedicated property investment coach and our partner mortgage brokers, we help you with investment planning, support you through the searching and purchasing of the property, as well as ownership and mortgage repayment structures.

Working alongside a dedicated investment coach to assess how managed funds could be used to grow your wealth, review current investments, and create an investment plan that considers your risk profile and preferences.

Assess potential exposure to financial uncertainty and work with you to review existing cover.

Quarterly progress meetings and ongoing check-ins to review progress, troubleshoot problems and refine your plan to ensure it remains fit for purpose.